MERCHBANC FCP - Merch-Universal Class A EUR Acc

The objective of the fund is to seek long-term capital appreciation without borrowing money to increase exposure to the markets. The fund may engage in various portfolio strategies to reduce certain risks of investments or enhance return.

The fund invests approximately 40% in fixed income and money market instruments, with the remaining portion invested in equities and equity-linked instruments on a global scale, particularly in OECD countries. It may also invest up to 10% in securities or securities-related instruments traded in the Chinese stock exchange markets, including A-Shares via Stock Connect, as well as financial derivative instruments on this type of securities. The fund is actively managed without reference to a benchmark.

Investors should be aware that transaction costs may have a material impact on performance. Additionally, this fund may not be suitable for investors planning to withdraw their money within 3 years.

https://www.andbank.com/funds/luxemburg/pdf/lu2222028172_kiid_en_202402201230.pdf